Create a new expense line

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Create a new expense line

Typically, expense lines are automatically generated based on assets or users, but
you can create a new expense line manually if needed.

Before you begin

Role required: asset or contract_manager

Procedure

Navigate to Contract Management > Contract > All.

Select a contract.

In the Expense Lines related list, click
New.

Complete the form.

Table 1. Expense line table

Field

Description

Number

The unique number identifying the expense
line.

Date

The date on which the expense line was
created.

Rate Card

The identification number of the rate card to which
the expense line is associated.

Source ID

The identification number of the item associated with
the expense line. If this field is filled in,
corresponding information is automatically added to the
Source fields on this
form.

Amount

The monetary value of the item specified in the
Source ID field. Enter a
negative value to indicate a credit.

Process date

The date the expense line is processed.

Inherited

Check box that indicates whether the expense line is
on another expense line.

State

The current state of the expense line, either
Pending or
Processed.

Summary type

The expense line category: Grow
Business, Run
Business, or Transform
Business. Categorizing expense lines can
be useful for reporting.

Short description

A brief description of the expense line.

Asset

The identification number of the asset associated
with the expense line, if any.

Fixed asset

Fixed asset that contains the asset in this expense
line. A fixed asset is a container that holds one or
more individual assets, including hardware or software
assets. The system auto-populates this field with the
appropriate fixed asset if the named
Asset is contained within
that fixed asset.

Contract

The identification number (not the contract number)
of the contract associated with the
Asset, if any.

User

The name of the user associated with the
Asset, if any.

Configuration Item

The name of the configuration item associated with
the expense line, if any.

Task

The identification number of the task associated with
the expense line, if any.

Cost center

The cost center financially responsible for the item
identified in Source ID, if
any.